James Patterson is a registered investment advisor at Avidian Wealth Solutions, based in Houston, TX, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,873 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avidian Wealth Solutions generally charges an annual advisory fee based on a percentage of the value of your investments. The fee is calculated monthly, in arrears, based on the average daily balance of your account. In limited circumstances, Avidian will permit clients to pay a flat annual fee which will not exceed 1.5% of their assets under management. The fees do not include brokerage fees, custodial fees, or other transaction costs.
Location
800 Town & Country Blvd, Ste 220, Houston, TX, 77024
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Regulatory History (1)
Regulatory
December 2005Other Business Activities
James appears weekly on the talk show "StreetTalk Live" on KSEV 700AM, providing general market commentary. The show is broadcast from the StreetTalk Advisors offices.
Employment History
Current Registrations
Avidian Wealth Solutions
Previous Registrations
Stanford Group CompanyBroker
Stanford Group Company
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.